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Become a Certified Financial Modeling & Valuation Analyst (FMVA)

Join 850,000+ finance professionals who work for companies like Goldman Sachs, J.P. Morgan, and BlackRock

Boost your knowledge and skills

Study online at your own pace

Get certified in just a few months

 

Program Overview

Analyzing Data

100 % 

Online Learning

29

Total courses (14 required)

Taught by Industry Experts

Learn from the best

Learn at Your Own Pace

With videos, exercises and quizzes

$121,000

Average CFI graduate salary

Receive a Certificate

Verify your financial skills

2-Year Access

To our course libary

120 +

Downloadable templates

6 Months

Average completion time

 
 

How the FMVA Program Works

Accounting Fundamentals

Beginner

2.5 hours

Capital IQ Fundamentals

Beginner

2 hours

Excel Crash Course - 

Beginner

3.5 hours

Step 1: Prep Courses  Optional

 

To prepare for the program, take our 8 optional prep courses to learn or review the fundamentals.

Financial Modeling Templates

Beginner

0 hours

Introduction to Corporate Finance

Beginner

2.5 hours

Macabacus Essentials

Beginner

1.5 hours

Math for Corporate Finance

Beginner

2.5 hours

Reading Financial Statements

Beginner

1.5 hours

Accounting Principles and Standards

Intermediate

2.5 hours

Budgeting and Forecasting

Intermediate

7 hours

Building a 3 Statement Financial Model

Intermediate

5.5 hours

Step 2: Core Courses  

 

Complete 11 core courses to build a strong foundation in financial modeling and valuation.

Business Valuation Modeling Part I

Intermediate

7.5 hours

Business Valuation Modeling Part II

Intermediate

5.5 hours

Dashboards & Data Visualization

Intermediate

6 hours

Financial Analysis Fundamentals

Intermediate

6.5 hours

FP&A Monthly Cash Flow Forecast Model

Intermediate

3 hours

PowerPoint & Pitchbooks

Intermediate

7.5 hours

Professional Ethics

Beginner

3 hours

Scenario & Sensitivity Analysis in Excel

Intermediate

2.5 hours

Advanced Excel Formulas Course

Advanced

6.5 hours

Corporate & Business Strategy

Advanced

7.5 hours

Excel VBA for Finance

Intermediate

7.5 hours

Step 3: Elective Courses  

 

Choose a minimum of 3 electives (out of 10 available) to explore more advanced topics and specialized subjects.

Leveraged Buyout LBO Modeling

Advanced

11 hours

Mergers & Acquisitions (M&A) Modeling

Advanced

8 hours

Mining Financial Model & Valuation

Advanced

5 hours

Real Estate Financial Modeling

Advanced

6.5 hours

Renewable Energy - Solar Financial Modeling Course

Advanced

6.5 hours

Startup / e-Commerce Financial Model & Valuation Course

Advanced

6.5 hours

The Amazon Case Study

Advanced

13 hours

Step 4: Final Exam  

 

After completing the required courses, take the FMVA® final exam (with a minimum passing grade of 70%) to earn your program certification.

Step 5: Get FMVA Certified  

 

Congratulations! Upon completion of the program, you will receive a block-chain digital certificate with your new credentials. You also have the option to order a physical certificate to be mailed to your door.

*The steps recommended above are for individual learners. For customized learning solutions for your team,
please visit CFI for Business page to contact us.

 

FMVA Skill Categories & Learning Objectives

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  • Identify key items on the financial statements and describe the interrelationship between all the components

  • Explain the fundamental accounting principles that underly detailed accounting standards

  • Identify the key accounting standards commonly encountered by financial analysts and explain the impact on financial statements and financial models

Accounting

  • Build a dynamic, logically designed, well structured 3-statement financial model

  • Create multi-year forecasts for the income statement, cash flow, and balance sheet

  • Perform scenario and sensitivity analyses to enhance the robustness of the financial model

Financial

Modeling

  • Utilize the keyboard shortcuts to save time and be more efficient in Excel

  • Conduct data analysis using data tables, pivot tables, and other common functions

  • Use advanced formulas and functions to enhance the functionality of financial models

Excel

  • Identify the different valuation methodologies and discuss the pros and cons of each

  • Perform a valuation analysis using comparable company and precedent transactions analysis

  • Calculate the weighted-average cost of capital and construct a DCF model in Excel

Valuation

  • Explain key concepts around capital investments, the capital-raising process, different forms of financing, and the optimal capital structure.

  • Assess the profitability, efficiency, returns, and value of a business using common financial ratios and analytical tools.

  • Use key statistical measures to assess trends and relationships within sets of data.

Finance

  • Apply various forecasting techniques to develop a robust financial forecast

  • Track actual performance against budgeted amounts using variance analysis and other techniques

  • Analyze the impact of a variance analysis on the financial statements and use the results to improve the budgeting process

Budgeting &

Forecasting

  • Create insightful dashboards and advance data visualization techniques to communicate the results of financial analysis

  • Create aesthetically pleasing and insightful charts, graphs, and tables in Excel

  • Design impactful presentations to communicate key messages to a wide variety of audiences

Presentation

& Visuals

  • Differentiate between the different levels of a company’s strategy

  • Perform an analysis of external forces and internal competencies and assess the impact on a company’s competitive advantage

  • Generate, evaluate and select optimal strategic alternatives and tie these to a company’s mission, vision, and goals

Strategy

 

Career Options with FMVA

Investment Banking

Provide capital market financing and financial advisory services (e.g. M&A, restructurings).

Equity Research

Provide investors with financial analysis and recommendations on whether to buy, hold, or sell a particular investment.

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Financial Planning & Analysis

Develop budgets and forecasts that support a corporation’s strategic planning process.

Corporate Development

Pursue and execute organic and inorganic growth opportunities for a corporation.

Private Equity

Invest in businesses with the goal of increasing their value over time before divesting of the investment.

 

Enroll now and get Discount

Get Certified in
Financial Modeling (FMVA)